First, thank you for choosing us to assist with your tax preparation. We’ve developed the following easy-to-use forms to get the information needed to complete your returns.
How to get started & what to expect:
- Read our Client Letter (Carta al cliente)
- Fill out the 2024 Tax Checklist (Lista de verificación de impuestos), and if applicable, the Business Checklist and/or Rental Real Estate Checklist
- Contact us so we can send you a client portal invite to securely upload your tax documents. ** Upload only pdf documents (no jpgs or heic allowed) for quick & secure processing ** Try the Adobe Scan app.
- We will confirm receipt of your documents and will contact you with any questions
- Once your returns are prepared, we will contact you to thoroughly review your tax results and answer any questions
- Upon your approval, authorization documents will be sent for your digital signature or you can sign documents upon pick up
- Once payment is received, your returns will be electronically filed & final documents will either be uploaded to the portal, mailed back to you or we will see you for pick up!
- Payment: Zelle, cash or check are our preferred payment options. You can also conveniently have our fee deducted from your federal refund ($10 charge applies). We can also accept credit/debit & Venmo with fees. Payment is due prior to electronic filing of your taxes.
- You can also read our Privacy Policy & Engagement Letter